Overview
Momentum AI Finance 2025 brought together industry leaders to explore the integration of artificial intelligence (AI) in the finance sector. Topics included underwriting, fraud detection, and customer experiences, aimed at financial professionals looking to harness AI effectively.
We were proud to be a gold partner. During this event, we presented insights through Rick Chavez’s keynote, highlighting strategies for digital transformation. Attendees benefited from real-world sessions and networking opportunities.
Sessions
November 18, 9:00 a.m.—9:20 a.m. EST
Reinvent. Pioneer. Thrive — AI’s Dual Transformation In Finance
Participants discovered how firms unlock breakthrough value by reinventing the core and pioneering new experiences at the edge — where trust, intelligence, and customer relevance defined the next generation of leaders. Our team conducted a survey of 2,000 AI users across various job functions and AI proficiencies to better understand how AI users at the edge can inform how organizations should mobilize at the core.
The session highlighted:
55% of respondents use AI for faster search, primarily for goals they had high confidence in achieving, whether with or without AI.
87% of AI optimists demand verification of AI outputs; trust will be the differentiator.
By stewarding customer data and delivering contextual, end-to-end experiences, banks and insurers can turn trust into new product opportunities.
We found that 50% of customers trust banks most with their data. Banks can play the trust card by helping people activate their data for contextual experiences, authenticating trusted partners, and preventing fraudulent agentic interactions — enabling customers to extend their trust into the next phase of AI-powered services.
Speaker: Rick Chavez, partner and co-lead of customer innovation and growth
November 18, 12:40 p.m.—1:40 p.m. EST
Building A Customer Trust Architecture For AI In Banking
As AI becomes central to daily life, trust has emerged as a defining competitive advantage. This session explored how institutions designed a customer-first trust architecture — not just as a technology challenge, but as an experience imperative.
The discussion unpacked how trust in AI evolved from the customer’s perspective and what it took for banks to earn and sustain it across three key components: stewardship, validation, and authentication. It highlighted how these components came to life and how leading institutions put them into practice.
We discussed some interesting points, such as:
The AI trust architecture can be broken down into three main components: stewardship, validation, and authentication. To win in the age of AI, financial institutions need to deliver on all three of these dimensions.
Having a strong data foundation is paramount if financial institutions want to successfully support the new data interactions that will come with agentic AI.
Ownership of data is a highly debated question that requires ongoing discussion.
As regulated and less regulated industries converge in an agentic AI world, we must consider the responsibility of governance.
Consumers trust their banks relative to tech and AI players with their data. This provides a significant competitive advantage to banks in the agentic AI market landscape.
Speakers: Ashik Ardeshna, partner and co-lead of Quotient; Nick Dykstra, partner in business and financial services; Marc Pruja, principal in business and financial services
Our Thinking
Meet The Team
